Institutions / Seldon Capital LP
Seldon Capital LP
CIK 1867731 · Institution · as of Dec 31, 2025
Portfolio value
$288.85M
Positions
65
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 65 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Intl Equity Index F | $30.06M | 10.4% |
| Celestica IncCLS | $27.68M | 9.6% |
| Talen Energy Corp | $26.56M | 9.2% |
| Sociedad Quimica Y Minera de | $15.18M | 5.3% |
| Vanguard Index Fds | $14.68M | 5.1% |
| iShares Inc | $13.66M | 4.7% |
| Pampa Energy Inc.PAM | $12.58M | 4.4% |
| Lithium Argentina AG | $11.99M | 4.2% |
| Nu Hldgs Ltd | $11.16M | 3.9% |
| Vanguard World Fd | $10.05M | 3.5% |
| Vanguard Tax-Managed Fds | $9.31M | 3.2% |
| Victoria's Secret & Co. | $8.45M | 2.9% |
| Intel Corp | $8.34M | 2.9% |
| Teradyne, Inc | $7.23M | 2.5% |
| EQT Corp | $6.55M | 2.3% |
| Apple Inc. | $6.33M | 2.2% |
| First Citizens Bancshares Inc /De | $5.79M | 2.0% |
| iShares Tr | $5.58M | 1.9% |
| PDD Holdings Inc.PDD | $5.47M | 1.9% |
| Grayscale Bitcoin Trust ETF | $4.39M | 1.5% |
| Reddit, Inc. | $4.10M | 1.4% |
| Mitsubishi Ufj Financial Group IncMUFG | $3.72M | 1.3% |
| Unity Software Inc. | $3.56M | 1.2% |
| NVIDIA Corp | $3.33M | 1.2% |
| Vertiv Holdings Co | $2.94M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.